Jobs · Sales · Utah

Fund Manager - Private Equity

Alter Domus · Ogden, UT · 3 wk ago
HybridSalesFull-time

About the role

This is a hybrid position where you will work 8x a month in the office (Salt Lake City or Ogden).

Responsibilities

  • Act as ultimate “lead” in audit process
  • Hold ultimate responsibility for all client reporting
  • Serve as lead contact for client requests
  • Monitor and create fund/account efficiencies and ensure implementation of improvements
  • Direct client and consultant interaction
  • Organize team meetings
  • Manage and mentor a team
  • Help advise on performance review ratings/team performance
  • Demonstrate proficiency in analyzing in company databases, IRR’s and returns and discussing results
  • Analyze incentive fee calculations
  • Participate in industry learning opportunities
  • Ensure fund/account compliance with client agreement(s)
  • Ability to communicate analysis and information to team, group and clients
  • Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts
  • Show an in-depth understanding of investments within assigned Fund(s)
  • Broaden market knowledge
  • Exhibit ability to perform multiple projects, navigate through unexpected challenges, and bring about viable solutions that provide the best results

Requirements

  • Bachelor’s degree in accounting (or related field)
  • 5+ years of professional experience
  • In-depth understanding of investments within assigned fund(s)
  • Broad market knowledge
  • Accounting and Private Equity experience
  • Investran or similar accounting platform experience a plus
  • Strong communication and analytical skills
  • Ability to perform multiple projects, navigate through unexpected challenges, and bring about viable solutions that provide the best results

Qualifications

  • Support for professional accreditations such as ACCA and study leave
  • Work-life balance
  • Flexible arrangements, generous holidays and birthday leave
  • Continuous mentoring along your career progression
  • Active sports, events and social committees
  • Employee Assistance Program
  • Employee Share Plan

Benefits

  • Support for professional accreditations such as ACCA and study leave
  • Flexible arrangements, generous holidays and birthday leave
  • Continuous mentoring along your career progression
  • Active sports, events and social committees
  • Employee Assistance Program
  • Employee Share Plan

Pay

Details of pay are not specified.

Schedule

The position is a hybrid role, requiring 8x monthly in-person attendance in Salt Lake City or Ogden.

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